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Prepared By | Reviewed By | Date | Document Version | Software Version |
Ashima Agarwal | Artem Kalaitan | 13-June-2022 | V 1 | V 2.8 |
Ashima Agarwal | 25-July-2022 | V2 | V 2.10 | |
Ashima Agarwal | 10-Aug-2022 | V4 | V 2.10 |
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Login into system and Navigate to the agent configuration
Login into the GV application using the credentials given to you
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Compliance is the act of conforming to a company directive, rule, policy, or standard or law. Some common compliance regulations and labels are: GDPR, PII, HIPAA, PHI, PCI. Getvisbility agent gives the user two options to customise and configure compliance as per their requirements.
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Keep clicking on Next if you only want to change compliance tags. The Last step of the wizard is displayed below.
Click Finish and following message will be displayed
To verify the Configuration, open a word document, click on the Getvisibility icon on the top-right of the ribbon. The user will be able to see the selected tags.
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Data classification is broadly defined as the process of organising data by relevant categories so that it may be used and protected more efficiently. On a basic level, the classification process makes data easier to locate and retrieve. By default, the classification is Public, Internal and Confidential.
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Click on the Configuration Wizard Mode
As seen below I have selected only The user has selected Commercial Option as my classification and click
Click Next.
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Keep clicking on Next if you only want to change compliance and on the Last step of the wizard the agent will display as below.
Click Finish and following message will be displayed
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This functionality will allow the user to select which MS Office application the configuration will be applicable to.
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Using the Expert mode, the user can enable/disable the Office Plugins by making changes in the Jason JSON file on the agent itself.
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To verify the Configuration, open a excel document, user will see that the GV icon on the top right is disabled, and user will not be able to click it
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MS Office Policies & Visual Tagging
This functionality will allow the user to set various polies that the user would like to enforce on documents in MS Office applications.
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Using the Expert mode, the user can enable/disable the policies related to office by making changes in the Jason JSON file on the agent itself.
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This functionality will allow the user to select Outlook application to set the configuration.
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Using the Expert mode, the user can enable/disable the Outlook Plugins by making changes in the Json JSON file on the agent itself.
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Click on the Configuration Wizard Mode
There is total 12 steps in Wizard and Outlook Plugin is on the third step.
As seen below I have the user has selected Outlook as my option and
Then click Next.
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Keep clicking on Next if you only want to change compliance and on the Last step of the wizard the agent will display as below.
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This functionality will allow the user to set various polies that the user would like to enforce on documents when using Outlook.
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Using the Expert mode, the user can enable/disable the policies related to office by making changes in the Jason JSON file on the agent itself.
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Expert Mode
Using the Expert mode, the user can enable/disable default policies related to email by making changes in the Jason JSON file on the agent itself.
Click on the Expert Mode
Scroll down to the configurationOverrides section
The polies that we can set are as below:
Classification: - Here the user can select which type of email he wants to configure. The options are Public/Internal/Confidential/Highly Confidential
DefaultEmailPolicy: - Here the user can set if he wants the policy to Block/Allow/Warn about the email.
BlockList: - The agent gives the option to create a blocklist of specific recipients. User will just have to add the email id of recipient in the list.
WarnList: - The agent gives the option to create a warnlist of specific recipients. User will just have to add the email id of recipient in the list.
AllowList: - The agent gives the option to create an allowlist of specific recipients. User will just have to add the email id of recipient in the list.
Sample config file is as below:
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The above configuration says that for Public type emails are blocked for sending, except for the recipient aagarwal@getvisibility.com, whom the email can be sent but with a warning message.
Validating the configuration as below. Since all the Public emails are blocked from sending and the recipient lab user is not on the Allow or Warn list the email can be sent.
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If we change the recipient to aagarwal@getvisibility.com, agent will give only a warning as the recipient was in the warn list, but the email can still be sent.
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If we change the recipient to aagarwal@getvisibility.com, agent will give only a warning as the recipient was in the warn list, but the email can still be sent.
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WriteMetadataTags :-
This property will capture the details about the agent in office applications. The below screenshot is from the config file.
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Additional feature to classify the documents/emails. Few examples are: Internal/Restricted/ External/Limited
AutoLabelling
This optional feature allows to automatically classify with a default label all newly created docs in Word, Excel,Powerpoint and Outlook emails. It is possible to individually set the default label for each plugin individually. User will be able to select the classification label that he wants to apply to documents and email and when there is edit or change in the file and the file is saved the selected classification will be applied. Setting Autolabelling will allow the user to not to classify the documents every time the file is printed or saved, the classification will happen automatically.
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While using the expert mode the user has to be extra careful about the small details like punctuations and formatting of the file, else the agent will through and error like below.
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Reports
There are two reports related to Synergy as shown below:
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For users of Getvisibility Synergy, this report gives an overview of the security related activity undertaken by users of GVClient agents. It visualises data such as: de-escalations, mis-classifications, and confidential data in infographic form to give organisation’s a quick understanding of the data their users are passing through their network.
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Agent Management
Agent Management gives the user a high-level status of all the agents installed. Details like Name of agent, the IP address and When was the agent last seen is shown on this dashboard. User can also see if the agent is Online or not. The facility to filter the agent based on Name, Health and State also is provided.
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Administration
Pattern Matching
Using Pattern Matching UI you can view, save, create and edit regex pattern, then the backend will process it and agent give suggestions based on the regex created.
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User also has the option to ignore the suggestion and use any other values to classify.
User Management
Using the user management users will be able to create new users to access the application. There are 2 ways to create new users:
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End of Document